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Branching enables clients to segregate data and view rights for teams or branches within an organization.  This allows a corporate admin to have the ability administrator to clearly create boundaries between users based on their business focus. 
Active applications can be viewed using the Global Application Search. The search is based on the logic that an application will be associated to a branch based on the Primary Branch of the Primary Agent. For example:
  • If Loan Officer A is assigned to an application that has a Primary Branch of Branch 1, then any user that has Branch 1 specified in their Branch Permissions will be able to view the application within Insellerate.
  • If the Primary Agent of the application changes to a Loan Officer in Branch 2, then only users with Branch 2 specified in their Branch Permissions can view the application in Insellerate.
 Warning
Warning once a branch is assigned to a company it can not be reassigned to another company
Branching Details and Impacts
Section
Details
What is impacted?
User Registration
Define 
Defines a Primary Branch and Branch Permissions for each 
 User.
user
– 
  • Applications a 
 User 
  • user can view in Global Search
– 
  • Data 
 User 
  • a user can view in Reports
– 
  • Define which branch a 
 User 
  • user can assign to Referral Partners
.
inlead Associated an inlead 
inLead Campaigns
 
Associate inLead campaign to specific branches
.
 
  • Impact what prospect data a 
 User 
  • user can view using Prospect Search
. 
  • Enable data segregation of prospects
.
Referral Partners
Define which branches a 
 User 
user can assign a referral partner to
.
Enables branches to keep their referral partners confidential from other 
 Branches 
branches or teams
.
InTouch
inTouch
Define 
Defines unique branch logo and information for email campaigns
When a new email is sent via 
 intouch
inTouch, 
 admin 
an administrator can define unique branch information and branding to be included in the email.
Reports
Segregate reporting data by branch
.
A 
 User 
user will only see data in reports based on their 
 Branch Permissions
branch permissions.
Global Search
Segregates search results by branch
A 
 User 
user will only see search result data based on their 
 Branch Permissions
branch permissions.
Prospect Search
Segregates 
 prospect search 
 Prospect Search data by branch
.
A 
 User 
user will only see prospect search result data based on their branch permissions and the branches the inLead campaign is associated 
 to
with.
Unassigned Leads
Segregates 
 unassigned leads 
 Unassigned Leads data by branch
.
A user will not be able to search for prospects within a campaign that does not include their branch.
Open Leads
Segregates Open 
 Lead 
Leads data by branch
A 
 User 
user will only see leads that belong to users within 
 your 
their branch or within a campaign associated with 
 your 
their branch.